Blake serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Blake was a Financial Advisor at national investment advisory firm, specializing in high-net worth clientele, with a focus on portfolio construction, asset protection, as well as financial plan creation and implementation.
Blake earned his Bachelor’s degree from the University of Missouri-Columbia. He enjoys his time spent serving clients, but also loves traveling, reading, volunteering in his community and spending time with family and close friends.
*See all Creative Planning disclosures and sources.